SourcingSourcing

ILS ADVISORY SERVICES, LLC

C42
CRD 333054·SEC 801-131370·NASHVILLE, TN
AUM
$1.58B
$1B+
Est. Revenue
$15.8M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ILS ADVISORY SERVICES, LLC
CRD
333054
SEC file #
801-131370
EIN
—
DBA names
—

Economics

AUM
$1.58B
AUM band
$1B+
AUM trajectory
'25'26
$1.67B → $1.58B▼ -5%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INSTITUTIONAL LIFE HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
INSTITUTIONAL LIFE HOLDINGS, LLC
Abbott, Marshall, R
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3134
Soi Zip Pct 200k Plus
0.1194
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
235,985
Fdic Zip Total Deposits
270,767,000,000
Fdic Zip Branch Count
254
Fdic Zip Top Banks
Bank of America, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Union National Bank of TennesseeNashville, TN
First Union National Bank of TennesseeNashville, TN
Fdic Zip HHI
2051.89
Fdic Zip Top Bank Share Pct
39.89
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI2,546
Returns200
Stub 2
AGI9,590
Returns250
Stub 3
AGI16,910
Returns270
Soi Zip Total Business Income
8,456
Soi Zip Total Cap Gains
51,735
Soi Zip Total Dividends
4,848
Soi Zip Total Returns
1,340
Trust Company Affiliate
No

People (2)

2
Abbott, Marshall, R
Executive Officer · 2.5%
7985278
Prather, Michael, J.
Executive Officer · 2.5%
7985365